港股異動 | 港A兩地鋁業股午後走強 中國鋁業(2600.HK)漲4.5%
格隆匯4月15日丨港A兩地鋁業股午後走強,A股常鋁股份、天山鋁業午後秒板,中國鋁業漲3.6%。港股中國鋁業繼續回升,現報3.91港元,漲幅4.5%;中國宏橋報12.04港元,漲3.79%。消息面上,滬鋁午後走強,收漲2.78%創2010年3月份以來新高。有機構人士稱,現在的噸鋁税前利潤達到3000元的水平,是近10年最高的水平。整個電解鋁環節的國內產能臨近到上限的天花板。今年有需求的因素拉動,它也能漲價,明年整個產能投放越來越少後,價格能在相對高位上維持更久時間,甚至不排除進一步往上漲。

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